Client List (CRM)

Client List (CRM)

‣
Navigation

Actions

Interactions

Clients

All

4 views

All

Status

High Priority

Estimated Value > $100k

Name
Status
Account Owner
Birthday
Priority
Estimated Value
Last Contact
August 1, 2025

Interaction Planner

New

3 views

New

Past

Calendar

Name
icon
Client
Date
Type
icon
Location
Meeting

New Client